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Energy Select Sector SPDR Fund
XLE

Overview Fund Activity

744 hedge funds and large institutions have $4.03B invested in Energy Select Sector SPDR Fund in 2020 Q1 according to their latest regulatory filings, with 150 funds opening new positions, 302 increasing their positions, 223 reducing their positions, and 280 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
744
Holders Change
-144
Holders Change %
-16.22%
% of All Funds
16.43%
Holding in Top 10
15
Holding in Top 10 Change
-15
Holding in Top 10 Change %
-50%
% of All Funds
0.33%
New
150
Increased
302
Reduced
223
Closed
280
Calls
$1.44B
Puts
$1.37B
Net Calls
+$76.5M
Net Calls Change
+$1.62B

Top Buyers

1
Bank of America
Bank of America
North Carolina
+$183M
2
Morgan Stanley
Morgan Stanley
New York
+$158M
3
Jane Street
Jane Street
New York
+$93.6M
4
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$91.4M
5
UBS Group
UBS Group
Switzerland
+$87.1M

Top Sellers

1
NM
NWI Management
New York
-$153M
2
GCM
Graham Capital Management
Connecticut
-$80.3M
3
Two Sigma Investments
Two Sigma Investments
New York
-$67.8M
4
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
-$54M
5
PP
Paloma Partners
Connecticut
-$49.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
DAM
701
Delta Asset Management
Tennessee
$3K – – –
BWM
702
BerganKDV Wealth Management
Minnesota
$3K – – –
SMFS
703
Squar Milner Financial Services
California
$3K – – –
BAM
704
Bellevue Asset Management
Washington
$3K – – –
TFA
705
Transamerica Financial Advisors
Florida
$3K – – –
SGAM
706
Smith Group Asset Management
Texas
$3K +$3K +97 New
FWM
707
FSA Wealth Management
Massachusetts
$3K +$3K +100 New
WT
708
Washington Trust
Rhode Island
$3K +$3K +118 New
WA
709
WBH Advisory
Maryland
$2.37K -$42 -1,446 -2%
CAL
710
Capital Analysts LLC
Pennsylvania
$2K -$2.12M -69,819 -100%
JAWM
711
J. Arnold Wealth Management
Ohio
$2K -$149K -4,622 -99%
PWMG
712
Prestige Wealth Management Group
New Jersey
$2K -$21.3K -640 -91%
TCM
713
Tradewinds Capital Management
Washington
$2K -$4.86K -209 -71%
SFG
714
Sowa Financial Group
Rhode Island
$2K -$4.25K -155 -68%
PCA
715
Providence Capital Advisors
North Carolina
$2K -$2.52K -87 -56%
CWA
716
Core Wealth Advisors
Florida
$2K – – –
TIM
717
Tortoise Investment Management
New York
$2K – – –
LS
718
Leelyn Smith
Illinois
$2K – – –
HWM
719
HighMark Wealth Management
Minnesota
$2K +$98 +4 +5%
SCA
720
Stonebridge Capital Advisors
Minnesota
$2K +$2K +67 New
EW
721
Element Wealth
Mississippi
$2K +$2K +71 New
CIM
722
Contravisory Investment Management
Massachusetts
$2K +$2K +73 New
EWP
723
Engrave Wealth Partners
Texas
$2K +$2K +91 New
WQ
724
Wealth Quarterback
New Jersey
$1.45K -$208K -7,145 -99%
FIA
725
FNY Investment Advisers
New York
$1K -$307K -15,368 -100%
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